Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2472 Cr | ₹2886 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Feb 2022 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 97% | 69.17% |
Expense Ratio | 1.96 | 1.94 |
Manager | Amit Ganatra | Amey Sathe |
ISIN Code | INF205KA1460 | INF277K019K2 |
Exits Load | Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 7.82% | 5.62% |
6 Month | 2.08% | 5.61% |
1 Year | 15.71% | 14.39% |
3 Year | 25.8% | 18.82% |
5 Year | - | 21.16% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | -0.29% | 2.71% |
1 Year | -3.97% | 1.1% |
3 Year | 19.86% | 14.95% |
5 Year | - | 14.42% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 34.52% | 14.24% |
3 Year | - | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 11.4% |
Sharp | - | 0.68% |
Beta | - | 0.8% |
Alpha | - | 0.81% |
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Fund Managers
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Amit Ganatra | Amey Sathe |
Total AUM | ₹23585 Cr | ₹11910 Cr |
Funds Managed | 5 | 4 |
Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 4.45 | 4.43 |
Large Cap | 47.35 | 59.44 |
Small Cap | 23.55 | 22.61 |
Mid Cap | 24.65 | 13.52 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.52 | 2.95 |
Communication Services | 2.94 | - |
Energy | 3.33 | - |
Technology | 10.43 | - |
Financial Services | 24.35 | - |
Consumer Cyclical | 20.14 | - |
Industrials | 14.45 | - |
Healthcare | 10.36 | - |
Real Estate | 3.23 | - |
Basic Materials | 4.79 | - |
Utilities | 1.51 | - |
Consumer Defensive | 1.95 | - |
Petroleum Products | - | 4.19 |
Cement & Cement Products | - | 6.95 |
Personal Products | - | 3.14 |
Construction | - | 4.2 |
Finance | - | 10.08 |
Ferrous Metals | - | 2.46 |
Consumer Durables | - | 3.64 |
Non - Ferrous Metals | - | 0.69 |
Insurance | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 5.04 |
Banks | - | 23.32 |
Realty | - | 2.13 |
Agricultural, Commercial & Construction Vehicles | - | 1.53 |
Industrial Manufacturing | - | 0.71 |
Telecom - Services | - | 1.29 |
Diversified FMCG | - | 2.49 |
Retailing | - | 4.7 |
Food Products | - | 1.85 |
Leisure Services | - | 1.3 |
Transport Services | - | 0.36 |
Auto Components | - | 2.22 |
Healthcare Services | - | 2.01 |
IT - Software | - | 4.1 |
Automobiles | - | 3.11 |
Transport Infrastructure | - | 1.2 |
Capital Markets | - | 1.79 |
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